Sage Construction Management Ideas Portal
ADD A NEW IDEA

Client Contract Admin

Showing 122 of 754

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest about 1 month ago in Prime Invoices 3 Already exists

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 13 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

Job Cost Code shown in its intended hierarchical structure

Cost codes are built out in Intacct in a parent child relationship (division/major). However when you go to add to the Job you have to add one by one in order to recreate the hierarchy. Being able to resort/add in sequence would really make this p...
Matthew Carlisle about 1 month ago in Job Cost Codes 0 Needs review

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Guest 25 days ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 3 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle about 1 month ago in Prime Contracts 0 Needs review

Add option to not create contract item when importing budget.

SOV can be vastly different from Budget. It would be helpful to have the option to not create contract items when importing the budget, so that the user can import the SOV separately without having to delete the entire list of contract items autom...
Guest 18 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 9 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard 23 days ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 6 months ago in CO / Prime Contracts 0 Future consideration